7438 results found
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The ability to apply an expiration date to a form.
It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.
1 vote -
Request the old layout back or to have the timeline visible again. Knock on effect with sales roles
Request the old layout back or to have the timeline visible again. Knock on effect with sales roles
1 vote -
Please bring back the timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
1 vote -
Set Silent parameter at recipient level
Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.
Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments
1 vote -
Reporting: show API document usage per workspace
I inquired a few weeks ago in another ticket. Can you please confirm the number of API usage I have in a month and in a year? Also, your collague was able to break down the API usage per date, per document, but can you also break it down by workspace and document? thank you
1 vote -
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
1 vote -
native ZIP procurement integration
Natively integrate with Zip procurement tool to compete with DocuSign's native integration supported via Zip.
Function: Automates the purchase order process by integrating with PandaDoc for e-signatures after internal approvals are collected.
Workflow: A purchase request is initiated in Zip, routed through necessary teams, and then sent to PandaDoc for the final signature process.
Allow users to send zipForm documents directly to PandaDoc Rooms for signing and completion.
1 vote -
Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
1 vote -
Native Variables for Net Total and Tax Total Across All Pricing Tables
We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.
Business Case:
Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totalsUsers with multiple pricing tables (one per page/product) need these calculations without manual formula setup
This would improve consistency and reduce setup complexity for multi-table documents
Net and tax totals are as fundamental as gross totals for business documentationCurrent Limitation:
While Document.Value sums gross totals across all pricing tables, users must manually create custom…1 vote -
Display “Partially Signed” Status for Documents
Add a status or section within PandaDoc that indicates when a document has been partially signed meaning at least one recipient has signed, but not all assigned fields or recipients have completed their signatures yet.
1 vote -
Change name of person sending file
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote -
I would like to make it possible to ONLY send a completed document to the finance department.
We have put our finance department in CC to receive the completed document for administration. However, they ALSO receive the first e-mail when sending a document ("[Sender name] sent you a document"). Right now, there's no way to prevent CC'd recipients from receiving the initial "[Sender name] sent you a document" notification entirely. I would like to make it possible to ONLY send a completed document to the finance department. Now, administration gets a lot of unnessecary emails.
1 vote -
Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
1 vote -
API: Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
1 vote -
pull updated variables from Zoho CRM
Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.
1 vote -
Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
Change the color of Multiple Checkboxes Filled Field at once
Currently, it’s only possible to change the color of a filled checkbox when selecting each checkbox individually. It would be very helpful to have the option to update the color of multiple filled checkbox fields at once.
1 vote -
Display Clear Message for Bulk Send Restriction in First 14 Days
New customers on Annual Business or Enterprise plans cannot use Bulk Send for the first 14 days after account creation. Currently, attempting to use Bulk Send shows a vague error message (“An error has occurred”), causing confusion.
Show a clear, user-friendly message indicating that Bulk Send will be available after 14 days, optionally including the exact availability date and a link to relevant documentation.
This improves onboarding experience, reduces customer frustration, and decreases support tickets related to Bulk Send.
1 vote -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote -
Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote
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